James Curry
James Curry is a CFP-designated registered investment advisor at Consolidated Financial, based in Gallipolis, OH, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 760 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M+ | 0.70% |
Fees for amounts over $2,500,000 are negotiable. Related client accounts may be grouped together for fee calculation purposes.
Fee Estimator
Location
451 Second Avenue, Gallipolis, OH, 45631
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James owns rental real estate and is a solicitor for Consolidated Financial Management Group LLC, dedicating minimal time to the latter. He also heads a department at The Wiseman Agency, focusing on group benefits, life insurance, and annuities, which is a full-time commitment.
Employment History
Current Registrations
Consolidated Financial
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Consolidated Financial
Consolidated Financial
Consolidated Financial
Great American Advisors, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
State Registrations1 state
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